Testimonials
Social Security Planning
I would request that my Social Security income start at age 65 until James showed me the optimum month and year to file. His advice created an expected lifetime family benefit of $950,667.
Richard D.
Lifetime Income Planning
James's team created a comprehensive report showing my wife the optimum strategies and me for receiving lifetime income from our pensions, Social Security, 401(k), 403(b), IRA, TSP, SEP & ROTH accounts.
Jim L.
Charitable Planning
James is the only advisor I know that teaches the importance of adding value to our donors rather than just asking for donations. James creates charitable plans that significantly increase the financial benefits our donors receive. For the first time, our donors understand how charitable planning benefits them!
Sherry Pentecost, Morgan County United Way